National Pension Service Has $5.33 Million Holdings in The Estee Lauder Companies Inc. $EL

Key Points

• National Pension Service cut its Estée Lauder position by 84.7% in the second quarter, selling 373,124 shares and retaining 67,466 shares valued at approximately $5.33 million. Institutional investors collectively own 55.15% of the company.
• Estée Lauder’s latest quarterly results exceeded expectations, with EPS of $0.39 versus a $0.32 consensus and revenue of $3.64 billion, up 6.3% year over year. The company issued fiscal 2027 EPS guidance of $3.10–$3.35.
• Analysts maintain a consensus “Hold” rating with a $104.67 price target, while recent insider sales totaled 17,105 shares worth $1.73 million. The company also declared a quarterly dividend of $0.35 per share, yielding approximately 1.4% annually.

National Pension Service trimmed its position in shares of The Estee Lauder Companies Inc. (NYSE:EL - Free Report) by 84.7% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 67,466 shares of the company's stock after selling 373,124 shares during the quarter. National Pension Service's holdings in Estee Lauder Companies were worth $5,326,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds also recently modified their holdings of the company. REAP Financial Group LLC acquired a new position in shares of Estee Lauder Companies in the 4th quarter worth approximately $27,000. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna bought a new stake in Estee Lauder Companies during the 4th quarter worth approximately $27,000. Trust Co. of Vermont acquired a new stake in Estee Lauder Companies during the 2nd quarter valued at $28,000. Kozak & Associates Inc. acquired a new stake in Estee Lauder Companies during the 2nd quarter valued at $30,000. Finally, IFP Advisors Inc increased its holdings in Estee Lauder Companies by 35.2% during the 2nd quarter. IFP Advisors Inc now owns 415 shares of the company's stock valued at $33,000 after purchasing an additional 108 shares in the last quarter. Institutional investors and hedge funds own 55.15% of the company's stock.

Insider Activity

In other Estee Lauder Companies news, Director Charlene Barshefsky sold 3,775 shares of the company's stock in a transaction dated Wednesday, September 9th. The shares were sold at an average price of $98.82, for a total transaction of $373,045.50. Following the transaction, the director directly owned 50,971 shares in the company, valued at approximately $5,036,954.22. This represents a 6.90% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, VP Rashida La Lande sold 7,766 shares of the firm's stock in a transaction dated Friday, August 28th. The shares were sold at an average price of $103.32, for a total transaction of $802,383.12. Following the completion of the transaction, the vice president directly owned 14,357 shares in the company, valued at $1,483,365.24. This trade represents a 35.10% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 17,105 shares of company stock worth $1,729,325. 13.05% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on the company. Wells Fargo & Company boosted their price objective on Estee Lauder Companies from $85.00 to $104.00 and gave the stock an "equal weight" rating in a research note on Thursday, August 20th. Wall Street Zen upgraded Estee Lauder Companies from a "hold" rating to a "buy" rating in a report on Saturday. Barclays raised their target price on Estee Lauder Companies from $80.00 to $97.00 and gave the company an "equal weight" rating in a research note on Friday, August 21st. The Goldman Sachs Group lifted their price target on Estee Lauder Companies from $100.00 to $112.00 and gave the company a "buy" rating in a report on Thursday, August 20th. Finally, Sanford C. Bernstein assumed coverage on shares of Estee Lauder Companies in a research report on Friday, June 12th. They set a "market perform" rating and a $82.00 price target on the stock. Two equities research analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating, twelve have given a Hold rating and two have issued a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock has a consensus rating of "Hold" and a consensus price target of $104.67.

Estee Lauder Companies Stock Performance

EL stock opened at $96.99 on Friday. The company has a debt-to-equity ratio of 1.79, a current ratio of 1.22 and a quick ratio of 0.90. The company has a 50 day moving average price of $90.33 and a 200 day moving average price of $85.95. The Estee Lauder Companies Inc. has a fifty-two week low of $66.22 and a fifty-two week high of $121.64. The stock has a market capitalization of $35.09 billion, a PE ratio of 197.95, a price-to-earnings-growth ratio of 1.13 and a beta of 1.28.

Estee Lauder Companies (NYSE:EL - Get Free Report) last posted its quarterly earnings data on Wednesday, August 19th. The company reported $0.39 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.32 by $0.07. The firm had revenue of $3.64 billion for the quarter, compared to the consensus estimate of $3.55 billion. Estee Lauder Companies had a return on equity of 23.52% and a net margin of 1.21%.The business's revenue for the quarter was up 6.3% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.09 EPS. Estee Lauder Companies has set its FY 2027 guidance at 3.100-3.350 EPS. Analysts forecast that The Estee Lauder Companies Inc. will post 3.3 EPS for the current year.

Estee Lauder Companies Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Monday, August 31st will be issued a $0.35 dividend. The ex-dividend date is Monday, August 31st. This represents a $1.40 annualized dividend and a yield of 1.4%. Estee Lauder Companies's dividend payout ratio (DPR) is currently 285.71%.

Estee Lauder Companies Company Profile

The Estée Lauder Companies Inc is a global beauty company that develops, manufactures and markets prestige skincare, makeup, fragrance and hair-care products. Its portfolio includes Estée Lauder, Clinique, M·A·C, Bobbi Brown Cosmetics, La Mer, Jo Malone London, Aveda, Tom Ford Beauty and The Ordinary, among other brands.

Founded in 1946 by Estée and Joseph Lauder, the company began with four skincare products and has expanded into a broad international beauty business. Its products are sold through department and specialty stores, freestanding stores, e-commerce platforms, travel retail locations and other distribution channels.

Estée Lauder Companies serves consumers in markets around the world, including North America, Europe, Asia-Pacific, Latin America and the Middle East and Africa.

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